---
date: 2026-07-14
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-07-14 图片预览

> 图片以较大宽度嵌入，打开本页即可连续浏览；需要原图时点击图片链接或本地资源链接。

## 001. 1525418118854522

- 所属主题：[[topics/033|#风口研报]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482154482142)
- 本地资源：[[assets/images/260714_2227__风口研报__1525418118854522.jpg|1525418118854522]]

![[assets/images/260714_2227__风口研报__1525418118854522.jpg|1200]]

## 002. 1525418118855252

- 所属主题：[[topics/037|#知道的]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154821155552)
- 本地资源：[[assets/images/260714_2226__知道的__1525418118855252.jpg|1525418118855252]]

![[assets/images/260714_2226__知道的__1525418118855252.jpg|1200]]

## 003. 8858241441185112

- 所属主题：[[topics/039|#机构调研 #广合科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482154485111)
- 本地资源：[[assets/images/260714_2226__机构调研 _广合科技__8858241441185112.jpg|8858241441185112]]

![[assets/images/260714_2226__机构调研 _广合科技__8858241441185112.jpg|1200]]

## 004. 4848521221184288

- 所属主题：[[topics/041|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154821152152)
- 本地资源：[[assets/images/260714_2226__龙虎榜__4848521221184288.jpg|4848521221184288]]

![[assets/images/260714_2226__龙虎榜__4848521221184288.jpg|1200]]

## 005. 5121548448812554

- 所属主题：[[topics/043|#电报解读 #CPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482154485541)
- 本地资源：[[assets/images/260714_2225__电报解读 _CPO__5121548448812554.jpg|5121548448812554]]

![[assets/images/260714_2225__电报解读 _CPO__5121548448812554.jpg|1200]]

## 006. 2858241441151581

- 所属主题：[[topics/050|【0714 资讯】今天中国巨石烂板，美中不足，盘后业绩预告公布。也许有盘中资金害怕业绩变差，或者“提前资金”怕利好落空先走一步。 但是，在我看来，这份预告是符合]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285142248288)
- 本地资源：[[assets/images/260714_2224_【0714 资讯】今天中国巨石烂板，美中不足，盘后业绩预告公布。也许有盘中资金害怕业绩变差，或者“提__2858241441151581.jpg|2858241441151581]]

![[assets/images/260714_2224_【0714 资讯】今天中国巨石烂板，美中不足，盘后业绩预告公布。也许有盘中资金害怕业绩变差，或者“提__2858241441151581.jpg|1200]]

## 007. 5121548448824154

- 所属主题：[[topics/055|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415824588424)
- 本地资源：[[assets/images/260714_2223__Deepseek__5121548448824154.jpg|5121548448824154]]

![[assets/images/260714_2223__Deepseek__5121548448824154.jpg|1200]]

## 008. 4848521221148148

- 所属主题：[[topics/062|#券商]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415824581844)
- 本地资源：[[assets/images/260714_2222__券商__4848521221148148.jpg|4848521221148148]]

![[assets/images/260714_2222__券商__4848521221148148.jpg|1200]]

## 009. 2858241441158221

- 所属主题：[[topics/066|#兴证 #光模块]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482154215881)
- 本地资源：[[assets/images/260714_2221__兴证 _光模块__2858241441158221.jpg|2858241441158221]]

![[assets/images/260714_2221__兴证 _光模块__2858241441158221.jpg|1200]]

## 010. 2858241441155121

- 所属主题：[[topics/069|业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482154244111)
- 本地资源：[[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__2858241441155121.jpg|2858241441155121]]

![[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__2858241441155121.jpg|1200]]

## 011. 8858241441158552

- 所属主题：[[topics/069|业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482154244111)
- 本地资源：[[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__8858241441158552.jpg|8858241441158552]]

![[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__8858241441158552.jpg|1200]]

## 012. 2858241441158551

- 所属主题：[[topics/069|业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482154244111)
- 本地资源：[[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__2858241441158551.jpg|2858241441158551]]

![[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__2858241441158551.jpg|1200]]

## 013. 4848521221148488

- 所属主题：[[topics/069|业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482154244111)
- 本地资源：[[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__4848521221148488.jpg|4848521221148488]]

![[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__4848521221148488.jpg|1200]]

## 014. 2858241441158541

- 所属主题：[[topics/069|业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482154244111)
- 本地资源：[[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__2858241441158541.jpg|2858241441158541]]

![[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__2858241441158541.jpg|1200]]

## 015. 8858241441158512

- 所属主题：[[topics/069|业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482154244111)
- 本地资源：[[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__8858241441158512.jpg|8858241441158512]]

![[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__8858241441158512.jpg|1200]]

## 016. 1525418118825552

- 所属主题：[[topics/069|业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482154244111)
- 本地资源：[[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__1525418118825552.jpg|1525418118825552]]

![[assets/images/260714_2221_业绩点评：沪电、东山精密、通富微电、长电、生益、中国巨石、光迅__1525418118825552.jpg|1200]]

## 017. 2858241441411421

- 所属主题：[[topics/072|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482154245122)
- 本地资源：[[assets/images/260714_2218__Deepseek__2858241441411421.jpg|2858241441411421]]

![[assets/images/260714_2218__Deepseek__2858241441411421.jpg|1200]]

## 018. 5121548448488114

- 所属主题：[[topics/073|#中信证券 #交运]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482154255842)
- 本地资源：[[assets/images/260714_2217__中信证券 _交运__5121548448488114.jpg|5121548448488114]]

![[assets/images/260714_2217__中信证券 _交运__5121548448488114.jpg|1200]]

## 019. 5121548448258814

- 所属主题：[[topics/076|#高盛 #韩股 #沪深港通]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482158154512)
- 本地资源：[[assets/images/260714_2123__高盛 _韩股 _沪深港通__5121548448258814.jpg|5121548448258814]]

![[assets/images/260714_2123__高盛 _韩股 _沪深港通__5121548448258814.jpg|1200]]

## 020. 4848521221451118

- 所属主题：[[topics/076|#高盛 #韩股 #沪深港通]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482158154512)
- 本地资源：[[assets/images/260714_2123__高盛 _韩股 _沪深港通__4848521221451118.jpg|4848521221451118]]

![[assets/images/260714_2123__高盛 _韩股 _沪深港通__4848521221451118.jpg|1200]]

## 021. 5121548448254444

- 所属主题：[[topics/077|#光迅科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415821821814)
- 本地资源：[[assets/images/260714_2122__光迅科技__5121548448254444.jpg|5121548448254444]]

![[assets/images/260714_2122__光迅科技__5121548448254444.jpg|1200]]

## 022. 2858241441524451

- 所属主题：[[topics/078|#融资]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482158158221)
- 本地资源：[[assets/images/260714_2122__融资__2858241441524451.jpg|2858241441524451]]

![[assets/images/260714_2122__融资__2858241441524451.jpg|1200]]

## 023. 8858241441524812

- 所属主题：[[topics/079|#煤炭]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285148148418)
- 本地资源：[[assets/images/260714_2122__煤炭__8858241441524812.jpg|8858241441524812]]

![[assets/images/260714_2122__煤炭__8858241441524812.jpg|1200]]

## 024. 5121548448254154

- 所属主题：[[topics/080|【兴证策略】三个维度再看“光” 1️⃣拥挤度：光模块、光纤光缆、PCB回落至底部区间。尤其对于光模块，拥挤度已经回落至-1.5x标准差以下，与去年4月和10月的]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154825822112)
- 本地资源：[[assets/images/260714_2122_【兴证策略】三个维度再看“光” 1️⃣拥挤度：光模块、光纤光缆、PCB回落至底部区间。尤其对于光模块__5121548448254154.jpg|5121548448254154]]

![[assets/images/260714_2122_【兴证策略】三个维度再看“光” 1️⃣拥挤度：光模块、光纤光缆、PCB回落至底部区间。尤其对于光模块__5121548448254154.jpg|1200]]

## 025. 8858241441524852

- 所属主题：[[topics/081|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482158411452)
- 本地资源：[[assets/images/260714_2121__AI__8858241441524852.jpg|8858241441524852]]

![[assets/images/260714_2121__AI__8858241441524852.jpg|1200]]

## 026. 1525418111111252

- 所属主题：[[topics/096|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154188245412)
- 本地资源：[[assets/images/260714_2043__小光__1525418111111252.jpg|1525418111111252]]

![[assets/images/260714_2043__小光__1525418111111252.jpg|1200]]

## 027. 4848521222228188

- 所属主题：[[topics/098|#机构调研 #广合科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285211481458)
- 本地资源：[[assets/images/260714_2042__机构调研 _广合科技__4848521222228188.jpg|4848521222228188]]

![[assets/images/260714_2042__机构调研 _广合科技__4848521222228188.jpg|1200]]

## 028. 2858241444448421

- 所属主题：[[topics/099|#IBM]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154181818842)
- 本地资源：[[assets/images/260714_2041__IBM__2858241444448421.jpg|2858241444448421]]

![[assets/images/260714_2041__IBM__2858241444448421.jpg|1200]]

## 029. 4848521222228848

- 所属主题：[[topics/100|#海力士]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285212122848)
- 本地资源：[[assets/images/260714_2040__海力士__4848521222228848.jpg|4848521222228848]]

![[assets/images/260714_2040__海力士__4848521222228848.jpg|1200]]

## 030. 8858241444445442

- 所属主题：[[topics/101|#NPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285212125818)
- 本地资源：[[assets/images/260714_2039__NPO__8858241444445442.jpg|8858241444445442]]

![[assets/images/260714_2039__NPO__8858241444445442.jpg|1200]]

## 031. 5121548444442814

- 所属主题：[[topics/101|#NPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285212125818)
- 本地资源：[[assets/images/260714_2039__NPO__5121548444442814.jpg|5121548444442814]]

![[assets/images/260714_2039__NPO__5121548444442814.jpg|1200]]

## 032. 4848521222224258

- 所属主题：[[topics/102|#国金 #PCB]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415484841214)
- 本地资源：[[assets/images/260714_2039__国金 _PCB__4848521222224258.jpg|4848521222224258]]

![[assets/images/260714_2039__国金 _PCB__4848521222224258.jpg|1200]]

## 033. 1525418111148442

- 所属主题：[[topics/103|#东北 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415484858224)
- 本地资源：[[assets/images/260714_2037__东北 _存储__1525418111148442.jpg|1525418111148442]]

![[assets/images/260714_2037__东北 _存储__1525418111148442.jpg|1200]]

## 034. 1525418111148522

- 所属主题：[[topics/104|#Tower]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415484854544)
- 本地资源：[[assets/images/260714_2037__Tower__1525418111148522.jpg|1525418111148522]]

![[assets/images/260714_2037__Tower__1525418111148522.jpg|1200]]

## 035. 4848521222252288

- 所属主题：[[topics/105|#国盛 #出口]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482414128212)
- 本地资源：[[assets/images/260714_2036__国盛 _出口__4848521222252288.jpg|4848521222252288]]

![[assets/images/260714_2036__国盛 _出口__4848521222252288.jpg|1200]]

## 036. 5121548444588584

- 所属主题：[[topics/106|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482414181481)
- 本地资源：[[assets/images/260714_2035__ETF__5121548444588584.jpg|5121548444588584]]

![[assets/images/260714_2035__ETF__5121548444588584.jpg|1200]]

## 037. 5121548444584524

- 所属主题：[[topics/107|#民德电子]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482414181251)
- 本地资源：[[assets/images/260714_2034__民德电子__5121548444584524.jpg|5121548444584524]]

![[assets/images/260714_2034__民德电子__5121548444584524.jpg|1200]]

## 038. 1525418111481542

- 所属主题：[[topics/108|#中控技术]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482414181541)
- 本地资源：[[assets/images/260714_2034__中控技术__1525418111481542.jpg|1525418111481542]]

![[assets/images/260714_2034__中控技术__1525418111481542.jpg|1200]]

## 039. 1525418111481522

- 所属主题：[[topics/109|#黄河旋风 #半年报]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415484814254)
- 本地资源：[[assets/images/260714_2034__黄河旋风 _半年报__1525418111481522.jpg|1525418111481522]]

![[assets/images/260714_2034__黄河旋风 _半年报__1525418111481522.jpg|1200]]

## 040. 4848521222512488

- 所属主题：[[topics/110|【今日投资舆情热点】 1）医药：国务院印发《》，全链条支持创新药和医疗器械发展应用。 2）业绩：中报预告高发期，部分超预期个股受到资金的关注。 3）PCB：沪电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482414182121)
- 本地资源：[[assets/images/260714_2034_【今日投资舆情热点】 1）医药：国务院印发《》，全链条支持创新药和医疗器械发展应用。 2）业绩：中报__4848521222512488.jpg|4848521222512488]]

![[assets/images/260714_2034_【今日投资舆情热点】 1）医药：国务院印发《》，全链条支持创新药和医疗器械发展应用。 2）业绩：中报__4848521222512488.jpg|1200]]

## 041. 1525418111484512

- 所属主题：[[topics/111|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415484812454)
- 本地资源：[[assets/images/260714_2032__存储__1525418111484512.jpg|1525418111484512]]

![[assets/images/260714_2032__存储__1525418111484512.jpg|1200]]

## 042. 8858241444212882

- 所属主题：[[topics/112|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415484812524)
- 本地资源：[[assets/images/260714_2032__市场__8858241444212882.jpg|8858241444212882]]

![[assets/images/260714_2032__市场__8858241444212882.jpg|1200]]

## 043. 8858241444215812

- 所属主题：[[topics/113|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415484812124)
- 本地资源：[[assets/images/260714_2032__市场__8858241444215812.jpg|8858241444215812]]

![[assets/images/260714_2032__市场__8858241444215812.jpg|1200]]

## 044. 4848521222518888

- 所属主题：[[topics/113|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415484812124)
- 本地资源：[[assets/images/260714_2032__市场__4848521222518888.jpg|4848521222518888]]

![[assets/images/260714_2032__市场__4848521222518888.jpg|1200]]

## 045. 4848521222518548

- 所属主题：[[topics/113|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415484812124)
- 本地资源：[[assets/images/260714_2032__市场__4848521222518548.jpg|4848521222518548]]

![[assets/images/260714_2032__市场__4848521222518548.jpg|1200]]

## 046. 1525418111485542

- 所属主题：[[topics/114|#乐一乐]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415484828244)
- 本地资源：[[assets/images/260714_2032__乐一乐__1525418111485542.jpg|1525418111485542]]

![[assets/images/260714_2032__乐一乐__1525418111485542.jpg|1200]]

## 047. 1525418111482152

- 所属主题：[[topics/115|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285212144128)
- 本地资源：[[assets/images/260714_2029__Deepseek__1525418111482152.jpg|1525418111482152]]

![[assets/images/260714_2029__Deepseek__1525418111482152.jpg|1200]]

## 048. 1525418111482422

- 所属主题：[[topics/116|#力积电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285212255288)
- 本地资源：[[assets/images/260714_2029__力积电__1525418111482422.jpg|1525418111482422]]

![[assets/images/260714_2029__力积电__1525418111482422.jpg|1200]]

## 049. 2858241444244841

- 所属主题：[[topics/129|#台积电 #ASML]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285212282488)
- 本地资源：[[assets/images/260714_2026__台积电 _ASML__2858241444244841.jpg|2858241444244841]]

![[assets/images/260714_2026__台积电 _ASML__2858241444244841.jpg|1200]]

## 050. 1525418111411512

- 所属主题：[[topics/131|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482414482152)
- 本地资源：[[assets/images/260714_2025__AI__1525418111411512.jpg|1525418111411512]]

![[assets/images/260714_2025__AI__1525418111411512.jpg|1200]]

## 051. 4848521222525828

- 所属主题：[[topics/134|#三星]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482414488452)
- 本地资源：[[assets/images/260714_2025__三星__4848521222525828.jpg|4848521222525828]]

![[assets/images/260714_2025__三星__4848521222525828.jpg|1200]]

## 052. 8858241444242822

- 所属主题：[[topics/135|#周期]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482414488222)
- 本地资源：[[assets/images/260714_2025__周期__8858241444242822.jpg|8858241444242822]]

![[assets/images/260714_2025__周期__8858241444242822.jpg|1200]]

## 053. 5121548444545244

- 所属主题：[[topics/137|东方财富策略（2026-07-14） 2026韩国综指与2015上证综指走势对比 2026年韩国综指与2015年上证综指走势相似：2026年韩股牛市与2015年]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415484411244)
- 本地资源：[[assets/images/260714_2024_东方财富策略（2026-07-14） 2026韩国综指与2015上证综指走势对比 2026年韩国综指__5121548444545244.jpg|5121548444545244]]

![[assets/images/260714_2024_东方财富策略（2026-07-14） 2026韩国综指与2015上证综指走势对比 2026年韩国综指__5121548444545244.jpg|1200]]

## 054. 5121548444545224

- 所属主题：[[topics/139|#IBM]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154181152182)
- 本地资源：[[assets/images/260714_2024__IBM__5121548444545224.jpg|5121548444545224]]

![[assets/images/260714_2024__IBM__5121548444545224.jpg|1200]]

## 055. 4848521252188248

- 所属主题：[[topics/242|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482421425412)
- 本地资源：[[assets/images/260714_1415__韩股__4848521252188248.jpg|4848521252188248]]

![[assets/images/260714_1415__韩股__4848521252188248.jpg|1200]]

## 056. 5121548454811514

- 所属主题：[[topics/243|【江苏首例侵入式脑机接口患者术后一个月实现意念控制光标】 “术后经过一个月的康复训练，我已经能用意念控制电脑光标，这太神奇了！”7月13日下午，在南通大学附属医]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415458452424)
- 本地资源：[[assets/images/260714_1415_【江苏首例侵入式脑机接口患者术后一个月实现意念控制光标】 “术后经过一个月的康复训练，我已经能用意念__5121548454811514.jpg|5121548454811514]]

![[assets/images/260714_1415_【江苏首例侵入式脑机接口患者术后一个月实现意念控制光标】 “术后经过一个月的康复训练，我已经能用意念__5121548454811514.jpg|1200]]

## 057. 2858241424418851

- 所属主题：[[topics/245|#东山精密]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482421255121)
- 本地资源：[[assets/images/260714_1403__东山精密__2858241424418851.jpg|2858241424418851]]

![[assets/images/260714_1403__东山精密__2858241424418851.jpg|1200]]

## 058. 2858241424241581

- 所属主题：[[topics/256|#国金 #韩股 #TOKEN工...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154141844252)
- 本地资源：[[assets/images/260714_1338__国金 _韩股 _TOKEN工__2858241424241581.jpg|2858241424241581]]

![[assets/images/260714_1338__国金 _韩股 _TOKEN工__2858241424241581.jpg|1200]]

## 059. 1525418141411822

- 所属主题：[[topics/259|今当日午间，南亚新材（688519.SH）披露2026年半年度业绩预告， 2026年半年度实现归属于母公司所有者的净利润预计为4.2亿元到5亿元 ， 与上年同期]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482424125452)
- 本地资源：[[assets/images/260714_1337_今当日午间，南亚新材（688519.SH）披露2026年半年度业绩预告， 2026年半年度实现归属于__1525418141411822.jpg|1525418141411822]]

![[assets/images/260714_1337_今当日午间，南亚新材（688519.SH）披露2026年半年度业绩预告， 2026年半年度实现归属于__1525418141411822.jpg|1200]]

## 060. 8858241424244142

- 所属主题：[[topics/259|今当日午间，南亚新材（688519.SH）披露2026年半年度业绩预告， 2026年半年度实现归属于母公司所有者的净利润预计为4.2亿元到5亿元 ， 与上年同期]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482424125452)
- 本地资源：[[assets/images/260714_1337_今当日午间，南亚新材（688519.SH）披露2026年半年度业绩预告， 2026年半年度实现归属于__8858241424244142.jpg|8858241424244142]]

![[assets/images/260714_1337_今当日午间，南亚新材（688519.SH）披露2026年半年度业绩预告， 2026年半年度实现归属于__8858241424244142.jpg|1200]]

## 061. 4848521252522518

- 所属主题：[[topics/262|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154141851882)
- 本地资源：[[assets/images/260714_1337__小光__4848521252522518.jpg|4848521252522518]]

![[assets/images/260714_1337__小光__4848521252522518.jpg|1200]]

## 062. 8858241424244242

- 所属主题：[[topics/264|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482424184151)
- 本地资源：[[assets/images/260714_1336__龙虎榜__8858241424244242.jpg|8858241424244242]]

![[assets/images/260714_1336__龙虎榜__8858241424244242.jpg|1200]]

## 063. 1525418141414142

- 所属主题：[[topics/266|#风口研报 #中远海特]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415454814514)
- 本地资源：[[assets/images/260714_1336__风口研报 _中远海特__1525418141414142.jpg|1525418141414142]]

![[assets/images/260714_1336__风口研报 _中远海特__1525418141414142.jpg|1200]]

## 064. 4848521258218828

- 所属主题：[[topics/279|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482428152182)
- 本地资源：[[assets/images/260714_1316__小光__4848521258218828.jpg|4848521258218828]]

![[assets/images/260714_1316__小光__4848521258218828.jpg|1200]]

## 065. 1525418145185222

- 所属主题：[[topics/281|#大佬持仓跟踪 #亚翔集成]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415451825514)
- 本地资源：[[assets/images/260714_1315__大佬持仓跟踪 _亚翔集成__1525418145185222.jpg|1525418145185222]]

![[assets/images/260714_1315__大佬持仓跟踪 _亚翔集成__1525418145185222.jpg|1200]]

## 066. 4848521258214118

- 所属主题：[[topics/283|#机构调研 #沪电股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482428152521)
- 本地资源：[[assets/images/260714_1315__机构调研 _沪电股份__4848521258214118.jpg|4848521258214118]]

![[assets/images/260714_1315__机构调研 _沪电股份__4848521258214118.jpg|1200]]

## 067. 8858241428441282

- 所属主题：[[topics/287|#长江存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482428155552)
- 本地资源：[[assets/images/260714_1313__长江存储__8858241428441282.jpg|8858241428441282]]

![[assets/images/260714_1313__长江存储__8858241428441282.jpg|1200]]

## 068. 8858241428415822

- 所属主题：[[topics/287|#长江存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482428155552)
- 本地资源：[[assets/images/260714_1313__长江存储__8858241428415822.jpg|8858241428415822]]

![[assets/images/260714_1313__长江存储__8858241428415822.jpg|1200]]

## 069. 5121548451448154

- 所属主题：[[topics/290|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482428414411)
- 本地资源：[[assets/images/260714_1313__Deepseek__5121548451448154.jpg|5121548451448154]]

![[assets/images/260714_1313__Deepseek__5121548451448154.jpg|1200]]

## 070. 8858241428441582

- 所属主题：[[topics/293|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482428414542)
- 本地资源：[[assets/images/260714_1312__英伟达__8858241428441582.jpg|8858241428441582]]

![[assets/images/260714_1312__英伟达__8858241428441582.jpg|1200]]

## 071. 1525418145111142

- 所属主题：[[topics/299|#进出口]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415451481154)
- 本地资源：[[assets/images/260714_1311__进出口__1525418145111142.jpg|1525418145111142]]

![[assets/images/260714_1311__进出口__1525418145111142.jpg|1200]]

## 072. 2858241428442881

- 所属主题：[[topics/301|#存储 #半导体 #洁净室 ...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482428415141)
- 本地资源：[[assets/images/260714_1311__存储 _半导体 _洁净室__2858241428442881.jpg|2858241428442881]]

![[assets/images/260714_1311__存储 _半导体 _洁净室__2858241428442881.jpg|1200]]

## 073. 1525418145114542

- 所属主题：[[topics/301|#存储 #半导体 #洁净室 ...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482428415141)
- 本地资源：[[assets/images/260714_1311__存储 _半导体 _洁净室__1525418145114542.jpg|1525418145114542]]

![[assets/images/260714_1311__存储 _半导体 _洁净室__1525418145114542.jpg|1200]]

## 074. 4848521258225858

- 所属主题：[[topics/301|#存储 #半导体 #洁净室 ...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482428415141)
- 本地资源：[[assets/images/260714_1311__存储 _半导体 _洁净室__4848521258225858.jpg|4848521258225858]]

![[assets/images/260714_1311__存储 _半导体 _洁净室__4848521258225858.jpg|1200]]

## 075. 5121548451445144

- 所属主题：[[topics/301|#存储 #半导体 #洁净室 ...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482428415141)
- 本地资源：[[assets/images/260714_1311__存储 _半导体 _洁净室__5121548451445144.jpg|5121548451445144]]

![[assets/images/260714_1311__存储 _半导体 _洁净室__5121548451445144.jpg|1200]]

## 076. 1525418145114582

- 所属主题：[[topics/301|#存储 #半导体 #洁净室 ...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482428415141)
- 本地资源：[[assets/images/260714_1311__存储 _半导体 _洁净室__1525418145114582.jpg|1525418145114582]]

![[assets/images/260714_1311__存储 _半导体 _洁净室__1525418145114582.jpg|1200]]

## 077. 4848521258225548

- 所属主题：[[topics/301|#存储 #半导体 #洁净室 ...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482428415141)
- 本地资源：[[assets/images/260714_1311__存储 _半导体 _洁净室__4848521258225548.jpg|4848521258225548]]

![[assets/images/260714_1311__存储 _半导体 _洁净室__4848521258225548.jpg|1200]]

## 078. 1525418145114282

- 所属主题：[[topics/308|【广发化工/军工】20260714 新增重点关注：# 为什么需要重视服务器滑轨市场，空间、壁垒、弹性兼具的精品赛道，立足国产，拓展海外 市值空间端，#滑轨是台谷]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154145111842)
- 本地资源：[[assets/images/260714_1310_【广发化工 军工】20260714 新增重点关注：_ 为什么需要重视服务器滑轨市场，空间、壁垒、弹性__1525418145114282.jpg|1525418145114282]]

![[assets/images/260714_1310_【广发化工 军工】20260714 新增重点关注：_ 为什么需要重视服务器滑轨市场，空间、壁垒、弹性__1525418145114282.jpg|1200]]

## 079. 8858241428442552

- 所属主题：[[topics/311|#策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154145152512)
- 本地资源：[[assets/images/260714_1309__策略__8858241428442552.jpg|8858241428442552]]

![[assets/images/260714_1309__策略__8858241428442552.jpg|1200]]

## 080. 4848521258228288

- 所属主题：[[topics/312|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154145121542)
- 本地资源：[[assets/images/260714_1308__监管__4848521258228288.jpg|4848521258228288]]

![[assets/images/260714_1308__监管__4848521258228288.jpg|1200]]

## 081. 8858241428448412

- 所属主题：[[topics/312|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154145121542)
- 本地资源：[[assets/images/260714_1308__监管__8858241428448412.jpg|8858241428448412]]

![[assets/images/260714_1308__监管__8858241428448412.jpg|1200]]

## 082. 2858241428445851

- 所属主题：[[topics/313|#黑毛 #海力士]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482428458521)
- 本地资源：[[assets/images/260714_1307__黑毛 _海力士__2858241428445851.jpg|2858241428445851]]

![[assets/images/260714_1307__黑毛 _海力士__2858241428445851.jpg|1200]]

## 083. 2858241428445511

- 所属主题：[[topics/314|市场目前预计，未来几个月美联储将加息约50个基点。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482428455422)
- 本地资源：[[assets/images/260714_1307_市场目前预计，未来几个月美联储将加息约50个基点。__2858241428445511.jpg|2858241428445511]]

![[assets/images/260714_1307_市场目前预计，未来几个月美联储将加息约50个基点。__2858241428445511.jpg|1200]]

## 084. 4848521258224488

- 所属主题：[[topics/315|海关进出口数据 人民币计 6月，进出口同比24.2（前值16.9）， 出口同比20.8（前值13.8）， 进口同比29.4（前值21.5）， 进出口差额8590]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482428455222)
- 本地资源：[[assets/images/260714_1306_海关进出口数据 人民币计 6月，进出口同比24.2（前值16.9）， 出口同比20.8（前值13.8__4848521258224488.jpg|4848521258224488]]

![[assets/images/260714_1306_海关进出口数据 人民币计 6月，进出口同比24.2（前值16.9）， 出口同比20.8（前值13.8__4848521258224488.jpg|1200]]

## 085. 1525418142455842

- 所属主题：[[topics/335|#小马]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482482821811)
- 本地资源：[[assets/images/260714_1046__小马__1525418142455842.jpg|1525418142455842]]

![[assets/images/260714_1046__小马__1525418142455842.jpg|1200]]

## 086. 2858241425282551

- 所属主题：[[topics/335|#小马]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482482821811)
- 本地资源：[[assets/images/260714_1046__小马__2858241425282551.jpg|2858241425282551]]

![[assets/images/260714_1046__小马__2858241425282551.jpg|1200]]

## 087. 4848521254585818

- 所属主题：[[topics/335|#小马]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482482821811)
- 本地资源：[[assets/images/260714_1046__小马__4848521254585818.jpg|4848521254585818]]

![[assets/images/260714_1046__小马__4848521254585818.jpg|1200]]

## 088. 1525418142451152

- 所属主题：[[topics/335|#小马]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482482821811)
- 本地资源：[[assets/images/260714_1046__小马__1525418142451152.jpg|1525418142451152]]

![[assets/images/260714_1046__小马__1525418142451152.jpg|1200]]

## 089. 2858241425284411

- 所属主题：[[topics/335|#小马]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482482821811)
- 本地资源：[[assets/images/260714_1046__小马__2858241425284411.jpg|2858241425284411]]

![[assets/images/260714_1046__小马__2858241425284411.jpg|1200]]

## 090. 4848521254545248

- 所属主题：[[topics/337|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415415255184)
- 本地资源：[[assets/images/260714_1038__韩股__4848521254545248.jpg|4848521254545248]]

![[assets/images/260714_1038__韩股__4848521254545248.jpg|1200]]

## 091. 4848521254545558

- 所属主题：[[topics/338|#税 #饮料]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285285455418)
- 本地资源：[[assets/images/260714_1038__税 _饮料__4848521254545558.jpg|4848521254545558]]

![[assets/images/260714_1038__税 _饮料__4848521254545558.jpg|1200]]

## 092. 1525418142424422

- 所属主题：[[topics/339|本周国内电子纱市场主流产品G75及7628电子布价格延续月初价格进行新价落地，据了解，市场成交落实情况尚可，新价执行推进节奏较快。本周电子纱G75主流市场成交价]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285285458458)
- 本地资源：[[assets/images/260714_1038_本周国内电子纱市场主流产品G75及7628电子布价格延续月初价格进行新价落地，据了解，市场成交落实情__1525418142424422.jpg|1525418142424422]]

![[assets/images/260714_1038_本周国内电子纱市场主流产品G75及7628电子布价格延续月初价格进行新价落地，据了解，市场成交落实情__1525418142424422.jpg|1200]]

## 093. 1525418142288182

- 所属主题：[[topics/381|#中信证券 #ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415411548584)
- 本地资源：[[assets/images/260714_1018__中信证券 _ETF__1525418142288182.jpg|1525418142288182]]

![[assets/images/260714_1018__中信证券 _ETF__1525418142288182.jpg|1200]]

## 094. 4848521281148228

- 所属主题：[[topics/383|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285242581288)
- 本地资源：[[assets/images/260714_0930__小光__4848521281148228.jpg|4848521281148228]]

![[assets/images/260714_0930__小光__4848521281148228.jpg|1200]]

## 095. 5121548418412244

- 所属主题：[[topics/385|#红宝书]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285242421458)
- 本地资源：[[assets/images/260714_0921__红宝书__5121548418412244.jpg|5121548418412244]]

![[assets/images/260714_0921__红宝书__5121548418412244.jpg|1200]]

## 096. 2858241481451211

- 所属主题：[[topics/389|#浙商 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482454548181)
- 本地资源：[[assets/images/260714_0921__浙商 _AI__2858241481451211.jpg|2858241481451211]]

![[assets/images/260714_0921__浙商 _AI__2858241481451211.jpg|1200]]

## 097. 4848521281242458

- 所属主题：[[topics/392|#长城 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482454521422)
- 本地资源：[[assets/images/260714_0920__长城 _AI__4848521281242458.jpg|4848521281242458]]

![[assets/images/260714_0920__长城 _AI__4848521281242458.jpg|1200]]

## 098. 2858241481452811

- 所属主题：[[topics/395|#东财 #策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154121244482)
- 本地资源：[[assets/images/260714_0920__东财 _策略__2858241481452811.jpg|2858241481452811]]

![[assets/images/260714_0920__东财 _策略__2858241481452811.jpg|1200]]

## 099. 5121548418425224

- 所属主题：[[topics/397|#国家队]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285245112518)
- 本地资源：[[assets/images/260714_0919__国家队__5121548418425224.jpg|5121548418425224]]

![[assets/images/260714_0919__国家队__5121548418425224.jpg|1200]]

## 100. 5121548418422854

- 所属主题：[[topics/398|ETF昨日600亿元流入由谁贡献 哪些ETF被大幅买入？ [太阳]宽基ETF被申购440亿元，1000ETF（129亿元）、300ETF（99亿元）、500ET]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154124881212)
- 本地资源：[[assets/images/260714_0919_ETF昨日600亿元流入由谁贡献 哪些ETF被大幅买入？ _太阳_宽基ETF被申购440亿元，100__5121548418422854.jpg|5121548418422854]]

![[assets/images/260714_0919_ETF昨日600亿元流入由谁贡献 哪些ETF被大幅买入？ _太阳_宽基ETF被申购440亿元，100__5121548418422854.jpg|1200]]

## 101. 8858241481828182

- 所属主题：[[topics/417|#半年报 #业绩]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482452548211)
- 本地资源：[[assets/images/260714_0900__半年报 _业绩__8858241481828182.jpg|8858241481828182]]

![[assets/images/260714_0900__半年报 _业绩__8858241481828182.jpg|1200]]

## 102. 4848521281855428

- 所属主题：[[topics/418|#全知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154124212542)
- 本地资源：[[assets/images/260714_0859__全知道__4848521281855428.jpg|4848521281855428]]

![[assets/images/260714_0859__全知道__4848521281855428.jpg|1200]]

## 103. 5121548418151424

- 所属主题：[[topics/419|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482452545582)
- 本地资源：[[assets/images/260714_0859__龙虎榜__5121548418151424.jpg|5121548418151424]]

![[assets/images/260714_0859__龙虎榜__5121548418151424.jpg|1200]]

## 104. 5121548418151524

- 所属主题：[[topics/420|#电报解读]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482452524242)
- 本地资源：[[assets/images/260714_0859__电报解读__5121548418151524.jpg|5121548418151524]]

![[assets/images/260714_0859__电报解读__5121548418151524.jpg|1200]]

## 105. 2858241481828511

- 所属主题：[[topics/421|#九点特供]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482452524881)
- 本地资源：[[assets/images/260714_0859__九点特供__2858241481828511.jpg|2858241481828511]]

![[assets/images/260714_0859__九点特供__2858241481828511.jpg|1200]]

## 106. 5121548418152284

- 所属主题：[[topics/422|#研选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154124244182)
- 本地资源：[[assets/images/260714_0859__研选__5121548418152284.jpg|5121548418152284]]

![[assets/images/260714_0859__研选__5121548418152284.jpg|1200]]

## 107. 1525418158558422

- 所属主题：[[topics/424|#东财 #ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482452581282)
- 本地资源：[[assets/images/260714_0858__东财 _ETF__1525418158558422.jpg|1525418158558422]]

![[assets/images/260714_0858__东财 _ETF__1525418158558422.jpg|1200]]

## 108. 8858241481881822

- 所属主题：[[topics/425|【韩国综指涨幅扩大至1%】韩国综指涨幅扩大至1%，现报6876.42点。个谷方面，三星电子涨超4%，SK海力士涨超1%。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154124258252)
- 本地资源：[[assets/images/260714_0858_【韩国综指涨幅扩大至1%】韩国综指涨幅扩大至1%，现报6876.42点。个谷方面，三星电子涨超4%，__8858241481881822.jpg|8858241481881822]]

![[assets/images/260714_0858_【韩国综指涨幅扩大至1%】韩国综指涨幅扩大至1%，现报6876.42点。个谷方面，三星电子涨超4%，__8858241481881822.jpg|1200]]

## 109. 2858241481881821

- 所属主题：[[topics/425|【韩国综指涨幅扩大至1%】韩国综指涨幅扩大至1%，现报6876.42点。个谷方面，三星电子涨超4%，SK海力士涨超1%。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154124258252)
- 本地资源：[[assets/images/260714_0858_【韩国综指涨幅扩大至1%】韩国综指涨幅扩大至1%，现报6876.42点。个谷方面，三星电子涨超4%，__2858241481881821.jpg|2858241481881821]]

![[assets/images/260714_0858_【韩国综指涨幅扩大至1%】韩国综指涨幅扩大至1%，现报6876.42点。个谷方面，三星电子涨超4%，__2858241481881821.jpg|1200]]

## 110. 2858241481884111

- 所属主题：[[topics/426|人工智能大会部分上市公司参加]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285245482548)
- 本地资源：[[assets/images/260714_0858_人工智能大会部分上市公司参加__2858241481884111.jpg|2858241481884111]]

![[assets/images/260714_0858_人工智能大会部分上市公司参加__2858241481884111.jpg|1200]]

## 111. 4848521285511458

- 所属主题：[[topics/427|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482452582541)
- 本地资源：[[assets/images/260714_0857__监管__4848521285511458.jpg|4848521285511458]]

![[assets/images/260714_0857__监管__4848521285511458.jpg|1200]]

## 112. 4848521285515848

- 所属主题：[[topics/428|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482458148181)
- 本地资源：[[assets/images/260714_0856__霍尔木兹海峡__4848521285515848.jpg|4848521285515848]]

![[assets/images/260714_0856__霍尔木兹海峡__4848521285515848.jpg|1200]]

## 113. 8858241482218142

- 所属主题：[[topics/429|#碳化硅]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415421842514)
- 本地资源：[[assets/images/260714_0856__碳化硅__8858241482218142.jpg|8858241482218142]]

![[assets/images/260714_0856__碳化硅__8858241482218142.jpg|1200]]

## 114. 8858241482218512

- 所属主题：[[topics/430|#PCB #元器件]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154125848882)
- 本地资源：[[assets/images/260714_0856__PCB _元器件__8858241482218512.jpg|8858241482218512]]

![[assets/images/260714_0856__PCB _元器件__8858241482218512.jpg|1200]]

## 115. 5121548415581214

- 所属主题：[[topics/431|#国家队]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285248152418)
- 本地资源：[[assets/images/260714_0855__国家队__5121548415581214.jpg|5121548415581214]]

![[assets/images/260714_0855__国家队__5121548415581214.jpg|1200]]

## 116. 4848521285514488

- 所属主题：[[topics/433|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415421851484)
- 本地资源：[[assets/images/260714_0855__AI__4848521285514488.jpg|4848521285514488]]

![[assets/images/260714_0855__AI__4848521285514488.jpg|1200]]

## 117. 4848521285521218

- 所属主题：[[topics/434|#业绩]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415421851244)
- 本地资源：[[assets/images/260714_0855__业绩__4848521285521218.jpg|4848521285521218]]

![[assets/images/260714_0855__业绩__4848521285521218.jpg|1200]]

## 118. 5121548415542824

- 所属主题：[[topics/438|【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285248184528)
- 本地资源：[[assets/images/260714_0853_【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装__5121548415542824.jpg|5121548415542824]]

![[assets/images/260714_0853_【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装__5121548415542824.jpg|1200]]

## 119. 5121548415542854

- 所属主题：[[topics/438|【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285248184528)
- 本地资源：[[assets/images/260714_0853_【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装__5121548415542854.jpg|5121548415542854]]

![[assets/images/260714_0853_【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装__5121548415542854.jpg|1200]]

## 120. 4848521285528448

- 所属主题：[[topics/438|【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285248184528)
- 本地资源：[[assets/images/260714_0853_【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装__4848521285528448.jpg|4848521285528448]]

![[assets/images/260714_0853_【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装__4848521285528448.jpg|1200]]

## 121. 1525418154415252

- 所属主题：[[topics/438|【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285248184528)
- 本地资源：[[assets/images/260714_0853_【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装__1525418154415252.jpg|1525418154415252]]

![[assets/images/260714_0853_【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装__1525418154415252.jpg|1200]]

## 122. 5121548415541844

- 所属主题：[[topics/438|【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285248184528)
- 本地资源：[[assets/images/260714_0853_【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装__5121548415541844.jpg|5121548415541844]]

![[assets/images/260714_0853_【长城机械】一张图看懂PCB的各种类型、PCB电镀、PCB曝光、PCB钻孔、先进封装__5121548415541844.jpg|1200]]

## 123. 4848521285415858

- 所属主题：[[topics/470|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482214115821)
- 本地资源：[[assets/images/260714_0819__监管__4848521285415858.jpg|4848521285415858]]

![[assets/images/260714_0819__监管__4848521285415858.jpg|1200]]

## 124. 5121548415285224

- 所属主题：[[topics/471|“订单排到2031年”！3年涨价约300%，科技巨头大幅采购→ 燃气轮机卖爆了，燃气轮机概念谷汇总]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415584848284)
- 本地资源：[[assets/images/260714_0818_“订单排到2031年”！3年涨价约300%，科技巨头大幅采购→ 燃气轮机卖爆了，燃气轮机概念谷汇总__5121548415285224.jpg|5121548415285224]]

![[assets/images/260714_0818_“订单排到2031年”！3年涨价约300%，科技巨头大幅采购→ 燃气轮机卖爆了，燃气轮机概念谷汇总__5121548415285224.jpg|1200]]

## 125. 2858241482518121

- 所属主题：[[topics/472|#牛市]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482214144542)
- 本地资源：[[assets/images/260714_0818__牛市__2858241482518121.jpg|2858241482518121]]

![[assets/images/260714_0818__牛市__2858241482518121.jpg|1200]]

## 126. 5121548415215844

- 所属主题：[[topics/473|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482214145511)
- 本地资源：[[assets/images/260714_0816__彭博新闻 _市场__5121548415215844.jpg|5121548415215844]]

![[assets/images/260714_0816__彭博新闻 _市场__5121548415215844.jpg|1200]]

## 127. 1525418154254852

- 所属主题：[[topics/474|#谷歌]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482214121541)
- 本地资源：[[assets/images/260714_0816__谷歌__1525418154254852.jpg|1525418154254852]]

![[assets/images/260714_0816__谷歌__1525418154254852.jpg|1200]]

## 128. 2858241482582411

- 所属主题：[[topics/475|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482214124142)
- 本地资源：[[assets/images/260714_0816__市场__2858241482582411.jpg|2858241482582411]]

![[assets/images/260714_0816__市场__2858241482582411.jpg|1200]]

## 129. 5121548415215484

- 所属主题：[[topics/476|#黑毛 #长鑫科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415584854484)
- 本地资源：[[assets/images/260714_0816__黑毛 _长鑫科技__5121548415215484.jpg|5121548415215484]]

![[assets/images/260714_0816__黑毛 _长鑫科技__5121548415215484.jpg|1200]]

## 130. 5121548415212444

- 所属主题：[[topics/478|#浙商 #日历]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154481185112)
- 本地资源：[[assets/images/260714_0813__浙商 _日历__5121548415212444.jpg|5121548415212444]]

![[assets/images/260714_0813__浙商 _日历__5121548415212444.jpg|1200]]

## 131. 8858241482585242

- 所属主题：[[topics/479|#东北 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415584482154)
- 本地资源：[[assets/images/260714_0813__东北 _存储__8858241482585242.jpg|8858241482585242]]

![[assets/images/260714_0813__东北 _存储__8858241482585242.jpg|1200]]

## 132. 1525418154221822

- 所属主题：[[topics/490|#国金 #策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415584441244)
- 本地资源：[[assets/images/260714_0811__国金 _策略__1525418154221822.jpg|1525418154221822]]

![[assets/images/260714_0811__国金 _策略__1525418154221822.jpg|1200]]

## 133. 5121548415225544

- 所属主题：[[topics/495|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482214421241)
- 本地资源：[[assets/images/260714_0810__伊朗__5121548415225544.jpg|5121548415225544]]

![[assets/images/260714_0810__伊朗__5121548415225544.jpg|1200]]